Gupta Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gupta Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$21K	Sell	308 -160	-34%	-$10.5K	﹤0.01%	647
2015 Q4	$31K	Hold	468	–	–	0.01%	558
2015 Q3	$29K	Hold	468	–	–	0.01%	590
2015 Q2	$32K	Hold	468	–	–	0.01%	602
2015 Q1	$32K	Buy	+468	New	+$32.2K	0.01%	488

Other funds holding VYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Gupta Wealth Management's VYM Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 34% in Q1 2016, selling an estimated $10.5K and leaving 308 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Gupta Wealth Management first reported a position in VYM in Q1 2015 and has held it in 5 quarters since. The position peaked at $32K in Q2 2015. 441 funds tracked by Wall St. Rank hold VYM as of Q1 2016.

Gupta Wealth Management held 308 shares of Vanguard High Dividend Yield ETF worth $21K as of Q1 2016.
Gupta Wealth Management sold 160 Vanguard High Dividend Yield ETF shares in Q1 2016, an estimated $10.5K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #647 holding.
Gupta Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard High Dividend Yield ETF position peaked at $32K in Q2 2015.
441 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.